Latest West Wealth Group, LLC Stock Portfolio
$644Million | No. of Holdings #145
West Wealth Group, LLC Performance
2026 Q3-19.91%
YTD-12.25%
2025+14.22%
About West Wealth Group, LLC and 13F Hedge Fund Stock Holdings
West Wealth Group, LLC is a hedge fund based in Irvine, CA. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Wealth Group, LLC reported an equity portfolio of $644.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of West Wealth Group, LLC are BIL, IJR, IJR. The fund has invested 14.9% of it's portfolio in SPDR SERIES TRUST and 11.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AMPS) and DISNEY WALT CO (DIS). West Wealth Group, LLC opened new stock positions in VANGUARD INDEX FDS (VB), EXXONMOBIL HOLDINGS CORP and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), ISHARES TR (IBCE) and BERKSHIRE HATHAWAY INC DEL.
West Wealth Group, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$644Million
as of Oct 14, 2026West Wealth Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that West Wealth Group, LLC made a return of -19.91% in the last quarter. In trailing 12 months, it's portfolio return was -10.73%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 1,472,460 |
| exxonmobil holdings corp | 1,019,470 |
| berkshire hathaway inc del | 747,005 |
| ishares tr | 651,554 |
| vanguard tax-managed fds | 446,115 |
| palo alto networks inc | 405,256 |
| palantir technologies inc | 275,899 |
| salesforce inc | 247,219 |
New stocks bought by West Wealth Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| micron technology inc | 28,561 |
| ishares tr | 5,155 |
| berkshire hathaway inc del | 3,419 |
| alphabet inc | 2,466 |
| costco wholesale corporation | 2,331 |
| jpmorgan chase & co | 1,442 |
| pfizer inc | 1,355 |
| johnson & johnson | 837 |
Additions to existing portfolio by West Wealth Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -93.91 |
| ishares tr | -80.55 |
| disney walt co | -32.34 |
| seagate technology hldngs pl | -30.22 |
| ishares tr | -30.05 |
| ishares tr | -29.56 |
| invesco exch traded fd tr ii | -16.71 |
| advanced micro devices inc | -14.07 |
West Wealth Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| j p morgan exchange traded f | -12,079,400 |
| dimensional etf trust | -1,934,930 |
| dimensional etf trust | -570,422 |
| exxon mobil corp | -675,448 |
| dimensional etf trust | -276,891 |
| ishares tr | -304,924 |
| intel corp | -334,540 |
| edwards lifesciences corp | -204,530 |
West Wealth Group, LLC got rid off the above stocks
Sector Distribution
West Wealth Group, LLC has about 87.2% of it's holdings in Others sector.
- Others
- Technology
- Utilities
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 87.2 |
| Technology | 7.4 |
| Utilities | 1.2 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
West Wealth Group, LLC has about 12.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 87.2 |
| MEGA-CAP | 11.1 |
| LARGE-CAP | 1.7 |
Stocks belong to which Index?
About 12.6% of the stocks held by West Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 87.4 |
| S&P 500 | 11.5 |
| RUSSELL 2000 | 1.1 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 2.4 M |
| BIL | spdr series trust | 2.0 M |
| NVDA | nvidia corporation | 1.1 M |
| BECO | blackrock etf trust | 0.9 M |
| BECO | blackrock etf trust | 0.3 M |
West Wealth Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of West Wealth Group, LLC
West Wealth Group, LLC has 145 stocks in it's portfolio. About 69.3% of the portfolio is in top 10 stocks. MU proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for West Wealth Group, LLC last quarter.
$644.59MTotal Value
156Positions
14 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3% | 108,820 | $19.31M 3% | 90.36%increased 90.36 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 4% | 476,540 | $25.79M 4% | 23.83%increased 23.83 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.12% | 60,207 | $7.21M 1.12% | 30.05%decreased 30.05 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.85% | 69,548 | $5.50M 0.85% | 29.56%decreased 29.56 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 3,664 | $535.6K 0.08% | 3.1%increased 3.1 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 4,666 | $360.3K 0.06% | 0.65%increased 0.65 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbvie Inc Abbvie IncABBV West Wealth Group, LLC's holding in Abbvie Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 4.21% | 615,223 | $27.13M 4.21% | 31.41%increased 31.41 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.11% | 9,616 | $724.9K 0.11% | 2.05%decreased 2.05 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.03% | 4,348 | $201.7K 0.03% | 4.98%decreased 4.98 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.17% | 9,312 | $1.10M 0.17% | 0.34%increased 0.34 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.11% | 7,923 | $716.6K 0.11% | 0.25%increased 0.25 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.09% | 5,804 | $545.7K 0.09% | 0.69%increased 0.69 percentadded | |
| 0.04% | 2,330 | $260.5K 0.04% | 0.47%increased 0.47 percentadded | ||
 AGT Ishares TrIshares TrAGT | 0.24% | 9,464 | $1.58M 0.24% | 1.73%increased 1.73 percentadded | |
AGT Ishares TrIshares TrAGT | 0.05% | 7,906 | $338.3K 0.05% | 1.11%increased 1.11 percentadded | |
 Applied Matls Inc West Wealth Group, LLC's holding in Applied Matls Inc over time | 0.12% | 1,528 | $781.2K 0.12% | 2.55%increased 2.55 percentadded | |
 Advanced Micro Devices Inc West Wealth Group, LLC's holding in Advanced Micro Devices Inc over time | 0.37% | 3,890 | $2.38M 0.37% | 14.07%decreased 14.07 percentreduced | |
| 0.05% | 739 | $311.7K 0.05% | 5.72%increased 5.72 percentadded | ||
